SOCIETY

On 9 May 1955, a group of pioneering investment professionals met in a London restaurant to form what would become CFA UK. Their goal? To raise standards, share knowledge, and build a better future for the investment profession. That spirit still drives us today

The Associate of the Society of Investment Professionals (ASIP) designation was launched, setting a new benchmark for professionalism and integrity in the UK investment industry. It marked the beginning of a long-standing commitment to raising standards.

Please note that the ASIP examinations were phased out in 2002 after the 2000 merging of the Institute of Investment Management and Research (IIMR) and the London Society of Investment Professionals (LSIP) formed CFA UK. However, ASIP members continue to play a vital and active role within the CFA UK community, contributing their expertise and upholding the high standards that have shaped the UK investment profession for decades.

The IMC was introduced as the benchmark entry-level qualification for investment professionals in the UK. Designed by practitioners, for practitioners, it remains the most widely recognised foundation for a career in investment—and is widely used to demonstrate regulatory competence under FCA and MiFID II requirements, particularly for roles involving investment advice or information provision.

CFA UK was officially established through the merging of the Institute of Investment Management and Research (IIMR) and the London Society of Investment Professionals (LSIP), bringing together a growing community of professionals committed to excellence in investment management. As the UK member society of CFA Institute, we became a vital link between global standards and local insight.

We launched the Certificate in ESG Investing—now known as the Sustainable Investing Certificate—to equip professionals with the skills to integrate environmental, social and governance factors into investment decisions. In 2021, we transferred ownership and administration to CFA Institute, enabling the qualification to reach a global audience. It remains a cornerstone of sustainable finance education, with over 60,000 registrations worldwide

The CCI was introduced to equip investment professionals with the knowledge to navigate climate-related financial risks and opportunities. It reinforced our belief that sustainable finance is not a trend—it’s the future.

Please note we are no longer accepting new registrations for the Certificate in Climate and Investing. The exam is available until 30 April 2026 for current candidates.

We launched the Certificate in Impact Investing, the first qualification of its kind designed to equip professionals with the tools to deliver measurable, positive outcomes alongside financial returns. Built by investors, for investors, it goes beyond ESG—teaching how to apply impact principles across the full investment chain. As demand for meaningful change grows, this certificate helps you lead the way in investing with intent.

From a single meeting in 1955 to a thriving community of over 12,000 members, we celebrate seven decades of progress, purpose and professionalism. Our 70th anniversary is not just a milestone—it’s a springboard for what comes next.